|Sentry Investments is a Canadian asset management company with over $9 billion in assets under management on behalf of Canadian investors. Sentry was recognized as Canada’s Best Equity Funds Group at the 2011 and 2012 Lipper Fund Awards and is one of only three firms to receive four consecutive Brendan Wood International TopGun Asset Management Team Awards (2009 to 2012).|
| Brandes Investment Partners & Co. (Brandes Canada) is the Toronto-based manager of the Brandes Funds and affiliate of Brandes Investment Partners, L.P., of San Diego CA, (Brandes) which is a sub-advisor to the Brandes Funds. Brandes is a leading global investment advisory firm, managing assets for institutional and private clients worldwide, including assets for Canadians in separate accounts for institutional, wrap, private client investors and through Brandes Canada's family of mutual funds.
Brandes applies a value-oriented approach to security selection pioneered by Benjamin Graham and David Dodd to identify investment opportunities within a long-term context, in all market conditions. Among the first investment firms to emphasize a global perspective to value investing, Brandes offers a variety of global, international, U.S. and Canadian equity portfolios.
| Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. In 2012, we celebrate 125 years of providing clients strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions. Our international network of employees, agents and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional customers. Funds under management by Manulife Financial and its subsidiaries were C$514 billion (US$504 billion) as at June 30, 2012. The Company operates as Manulife Financial in Canada and Asia and primarily as John Hancock in the United States.
Manulife Financial Corporation trades as ‘MFC’ on the TSX, NYSE and PSE, and under ‘945’ on the SEHK. Manulife Financial can be found on the Internet at manulife.com.
| Since launching in June 2009, BMO ETFs has emerged as one of the leading ETF providers in Canada. BMO ETFs is a diversified family of ETFs and includes a broad range of domestic and global investment solutions covering a full array of asset classes, sectors and regions. With more than 100 years of combined experience in managing institutional indexing and retail ETF strategies, BMO ETF's 100% Canadian team of ETF experts scours the global marketplace for opportunities to strategically design and build an innovative family of ETFs. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and a separate legal entity from Bank of Montreal.
About BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $538 billion as at January 31, 2012, and more than 47,000 employees, BMO Financial Group provides a broad range of retail banking, wealth management and investment banking products and solutions.
| Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education for advisors and their clients. Through online self-study certificate courses, skills-based diploma programs or Master Financial Advisor designation programs (including the Retirement Services Specialist major), our students excel in their careers and see their businesses grow. Over 5,000 people from across the country have attended Distinguished Advisor Workshops and Conferences to learn in-person from Knowledge Bureau’s faculty members, who are nationally-recognized experts in their fields. Knowledge Bureau also offers online tools such as EverGreen Explanatory Notes (comprehensive online tax research library), Knowledge Bureau Calculators (14 client-centric tools), and the Knowledge Bureau Report (free weekly e-newsletter with the latest tax and financial services news) which has over 19,000 subscribers. Visit knowledgebureau.com to learn more, or to schedule a personalized consultation with one of our educational coaches.
| What sets Vanguard apart—and lets Vanguard put investors first around the world—is the ownership structure of The Vanguard Group, Inc., in the United States. Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by Vanguard's U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique mutual structure aligns our interests with those of our investors and drives the culture, philosophy and policies throughout the Vanguard organization worldwide.
In Canada, Vanguard leverages the scale, experience and resources of our established global business. Vanguard's ownership structure means that our clients don't have to worry that we'll be acquired. The company they invest with today will continue to serve them in the future.
Investors can’t control the markets, but they can control the costs of investing. Providing low-cost investments isn't a pricing strategy for us.
It's how we do business.
We can keep costs low because of our unique ownership structure in the United States, which allows us to return profits to investors through lower costs.
Vanguard’s scale also helps to keep costs low. As our assets under management increase globally, we can reduce expense ratios for the investors in our funds. Vanguard manages more than $2.0 trillion, including more than $240 billion in low-cost ETFs. Vanguard Investments Canada Inc. has eleven core ETFs on Toronto Stock Exchange.
| The Institute of Advanced Financial Planners is an organization for financial planners administered by financial planners. Our obligation is to assure Canadian families of the highest standard of competency in advanced financial planning available in Canada. The professional designation, the R.F.P.(Registered Financial Planner), represents the highest standard of excellence in comprehensive financial planning in Canada.
R.F.P.s are dedicated planners who are capable of providing impartial, comprehensive financial planning advice and are committed to furthering the financial knowledge and well-being of Canadians. Our members have not only acquired formal professional training, but have proven by exam and example that they can provide written financial plans of the highest quality and to the most stringent standards.
Members of the IAFP include individuals who may be licensed under various security and/or insurance regimes as well as non-licensed “fee only” financial planners."
Membership in the IAFP provides an opportunity to ‘stand out from the crowd’.
| Investment Executive is Canada's newspaper for financial advisors. IE offers insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. IE is read by more than 100,000 Canadian financial professionals. Up to the minute industry news is available on www.investmentexecutive.com. You can also subscribe to our daily email service, which gives a summary of recent financial industry news. IE is also available as a Smart Edition. You can sign up to be notified when the next issue is available at www.investmentexecutive.com To sign up for any of our services, simply visit www.investmentexecutive.com/subscribe
| At Accretive Advisor, our mission is to redefine the relationship between investors and their financial advisors. We do that by providing the resources and facilities that enable Advisors who are serious about their business and Investors who are serious about their money, to find each other.
Through our combined 70 years in the financial services industry, we have seen the great things that happen when an Investor and an Advisor share high levels of trust and confidence. When they share such core motivations as investment philosophy, communication style and personality, an accretive relationship is forged – working together to get more.
We enable Investors to better understand themselves and what it is they are looking for in an investment professional, by providing tangible and actionable information and guidance.
We help great advisors build great businesses by providing them with practice management knowledge and tools that help them better understand the drivers of their business and how to engage with their clients on a much deeper level. Through innovative marketing, we help advisors spread their story to people who might otherwise not hear it.
The Elite Advisor ProgramTM recognizes excellence among those advisors who have demonstrated high levels of professionalism and a reputation for exceeding their clients’ expectations.